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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,103 | $93,589-49.7% | $135,942-65.4% | $75,181-37.3% |
| Participation rate | 65.5% | 75.2%-9.7pp | 81.9%-16.4pp | 67.2%-1.7pp |
| Annual return | 20.83% | 30.90%-10.1pp | 68.28%-47.5pp | 160.69%-139.9pp |
| Employer contribution / active EE | $467 | $3,537-86.8% | $4,858-90.4% | $2,671-82.5% |
| Participant deferral / active EE | $8,006 | $6,405+25.0% | $7,759+3.2% | $4,126+94.1% |
| Admin fee / account holder | $9,077 | $6,977+30.1% | $10,764-15.7% | $5,650+60.7% |